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POSITION AND CANDIDATE DESCRIPTION:
Large, successful and well established financial planning and wealth management firm seeks Investment Manager. Investment manager is responsible for the overall execution, management and oversight of the firms investment portfolio. Candidate must be experienced with managing investment portfolios and comfortable working independently. Candidate must also enjoy working as part of a team to help the organization serve clients and accomplish firm priorities. Due to the customer service nature of our business, this position is 100% in office position.
MINIMUM QUALIFICATIONS:
- Experienced FolioDynamix user.
- Have Series 7 and 63 investment licenses.
- Five+ years of experience with investment management.
- Bachelor’s Degree from accredited institution.
- Excellent written and verbal communication skills.
- Committed to life-long learning and growth.
COMPENSATION AND BENEFITS
- Competitive salary and bonus compensation structure.
- Full health and retirement benefits provided.
Qualified candidates will be provided full and detailed position descriptions.
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Charlotte, NC: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Investment Management: 5 years (Preferred)
Work Location: One location
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